TIAA-CREF Lifecycle Index 2020 Fund (TLWIX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TLWIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TLWIX
TLWIX charges 0.10% annually. There are 109 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | TLWIX vs FCQTX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | TLWIX vs LTRIX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | TLWIX vs PPLIX | |
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | 0.01% | — | Nov 2013 | TLWIX vs JRLVX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | — | Mar 2014 | TLWIX vs JLKYX |
Best Risk-Adjusted Alternatives to TLWIX
TLWIX has a PortfoliosLab risk / return rank of 67. There are 203 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | TLWIX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | TLWIX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | TLWIX vs PDAHX | |
| State Street Target Retirement 2025 Fund | 83 | — | Sep 2014 | TLWIX vs SSBRX | |
| USAA Target Retirement 2030 Fund | 83 | — | Jul 2008 | TLWIX vs URTRX |
Top Performing TLWIX Alternatives (YTD)
TLWIX is at 5.31% YTD. There are 497 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | TLWIX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | TLWIX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.89% | — | Jun 2017 | TLWIX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.86% | — | Jun 2019 | TLWIX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.80% | — | Jun 2017 | TLWIX vs FQLSX |
Lowest Volatility Alternatives to TLWIX
TLWIX has 6.98% 1-year volatility. There are 138 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | TLWIX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.43% | — | Oct 2009 | TLWIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.46% | — | Oct 2009 | TLWIX vs FFGZX | |
| MFS Lifetime Income Fund | 4.50% | — | Sep 2005 | TLWIX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.51% | — | Nov 2015 | TLWIX vs DRIQX |
Lowest Drawdown Alternatives to TLWIX
TLWIX has a 1-year max drawdown of -5.15%. There are 134 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | TLWIX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | TLWIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | TLWIX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | TLWIX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | TLWIX vs PRMYX |
Other Mutual Funds from TIAA
The 10 most viewed TIAA mutual funds shown here include TISPX, TCIEX, TISCX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| TIAA-CREF S&P 500 Index Fund | Large Cap Blend Equities | 59 | 10.11% | — | Oct 2002 | TLWIX vs TISPX | |
| TIAA-CREF International Equity Index Fund Institut... | Foreign Large Cap Equities | 62 | 11.81% | — | Oct 2002 | TLWIX vs TCIEX | |
| TIAA-CREF Social Choice Equity Fund | Large Cap Blend Equities | 48 | 12.27% | — | Jul 1999 | TLWIX vs TISCX | |
| TIAA-CREF Large-Cap Value Index Fund | Large Cap Value Equities | 95 | 20.62% | — | Oct 2002 | TLWIX vs TILVX | |
| TIAA-CREF Lifecycle Index 2050 Fund | Target Retirement Date | 67 | 10.42% | — | Sep 2009 | TLWIX vs TLLIX | |
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 76 | 18.89% | — | Oct 2002 | TLWIX vs TISBX | |
| TIAA-CREF Large-Cap Growth Fund Institutional Clas... | Large Cap Growth Equities | 9 | 1.24% | — | Mar 2006 | TLWIX vs TILGX | |
| TIAA-CREF Growth & Income Fund | Large Cap Blend Equities | 25 | 5.72% | — | Jul 1999 | TLWIX vs TIGRX | |
| TIAA-CREF Lifecycle Index 2060 Fund | Target Retirement Date | 67 | 10.75% | — | Sep 2014 | TLWIX vs TVIIX | |
| TIAA-CREF Real Estate Securities Fund Institutiona... | REIT | 46 | 15.22% | — | Oct 2002 | TLWIX vs TIREX |
Often Compared With TLWIX
Investors most often compare TLWIX with TLQIX, FFFDX, JIEHX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare TLWIX with Any Fund or Stock
Compare TLWIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TLWIX with funds that move differently
TIAA-CREF Lifecycle Index 2020 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TLWIX.
Explore TLWIX Diversifiers